Position history for Dynasty Wealth Management, LLC's holdings in FIDELITY COVINGTON TRUST
Dynasty Wealth Management, LLC holds 7.2M shares of FBCG (FIDELITY COVINGTON TRUST), worth $360.2M as of 2026-Q1. The position was decreased (-3.4% shares). FBCG represents 3.1% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$360.2M
Current Shares
7.2M
Total Value Change
+$353.9M
Total Shares Change
+7M
Other major holders of FBCG: Kestra Advisory Services, LLC, FMR LLC
Decreased |
| 7.2M |
-3.4% |
| $360.2M |
| 3.1% |
| $52.48 |
0 |
| 2025-Q4 | Increased | 7.4M | +6.2% | $408.1M | 4.0% | $55.24 | 61 |
| 2025-Q3 | Increased | 7M | +27.3% | $376.2M | 5.0% | $53.47 | 75 |
| 2025-Q2 | Decreased | 5.5M | -17.6% | $265.7M | 4.5% | $48.02 | 0 |
| 2025-Q1 | Increased | 6.7M | +19.7% | $267M | 4.4% | $40.08 | 67 |
| 2024-Q4 | New | 5.6M | - | $258.1M | 4.5% | $46.74 | 85 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $42.53 | 0 |
| 2024-Q2 | New | 147,925 | - | $6.3M | 0.2% | $42.37 | 45 |